WCMIX vs. BAFWX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. BAFWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCMIX or BAFWX.
Correlation
The correlation between WCMIX and BAFWX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WCMIX vs. BAFWX - Performance Comparison
Key characteristics
WCMIX:
-0.13
BAFWX:
0.09
WCMIX:
-0.01
BAFWX:
0.29
WCMIX:
1.00
BAFWX:
1.04
WCMIX:
-0.10
BAFWX:
0.08
WCMIX:
-0.34
BAFWX:
0.30
WCMIX:
8.81%
BAFWX:
7.02%
WCMIX:
23.61%
BAFWX:
24.32%
WCMIX:
-42.39%
BAFWX:
-36.86%
WCMIX:
-19.97%
BAFWX:
-15.24%
Returns By Period
In the year-to-date period, WCMIX achieves a 9.24% return, which is significantly higher than BAFWX's -9.80% return. Over the past 10 years, WCMIX has underperformed BAFWX with an annualized return of 6.54%, while BAFWX has yielded a comparatively higher 14.41% annualized return.
WCMIX
9.24%
1.28%
-7.62%
-2.00%
6.79%
6.54%
BAFWX
-9.80%
-2.18%
-7.97%
1.20%
13.29%
14.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WCMIX vs. BAFWX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is higher than BAFWX's 0.64% expense ratio.
Risk-Adjusted Performance
WCMIX vs. BAFWX — Risk-Adjusted Performance Rank
WCMIX
BAFWX
WCMIX vs. BAFWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WCMIX vs. BAFWX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 0.25%, less than BAFWX's 5.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 0.25% | 0.28% | 0.00% | 0.00% | 0.00% | 0.06% | 0.22% | 0.38% | 0.45% | 0.51% | 0.32% | 0.23% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | 5.79% | 5.23% | 0.01% | 0.00% | 1.82% | 0.00% | 0.74% | 3.71% | 1.70% | 0.71% | 4.73% | 2.09% |
Drawdowns
WCMIX vs. BAFWX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -42.39%, which is greater than BAFWX's maximum drawdown of -36.86%. Use the drawdown chart below to compare losses from any high point for WCMIX and BAFWX. For additional features, visit the drawdowns tool.
Volatility
WCMIX vs. BAFWX - Volatility Comparison
The current volatility for WCM Focused International Growth Fund (WCMIX) is 14.36%, while Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a volatility of 16.68%. This indicates that WCMIX experiences smaller price fluctuations and is considered to be less risky than BAFWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.